A diversified investment portfolio includes fixed income and equities, a variety of investment manager styles and exposure to different geographic regions and industry sectors. The exact mix of investments (your 'asset allocation') will depend on your needs; an MD advisor can help you to easily determine the best asset allocation for you.
A compelling and convenient investment solution, each MD Precision Portfolio holds a mix of underlying funds—carefully selected, combined and monitored to achieve the necessary risk and return characteristics.
Added benefits of the MD Precision Portfolios are their disciplined, opportunity-seeking nature and careful, daily rebalancing.
- Intelligent diversification. Each portfolio invests in a well-diversified basket of underlying funds, structured to match your unique risk and return needs.
- Active management. Tactical decisions—implemented quarterly, or as market conditions warrant—can position each portfolio to take advantage of shorter-term opportunities, and constant oversight ensures that the combination of underlying funds, and their highly qualified external investment managers, position portfolios for success while also managing risk.
- Regular rebalancing. Each portfolio regularly rebalances back to the desired weight for each underlying fund, so you don’t veer off the investment mix you originally chose, even in volatile markets.
- Flexibility. If your needs change, you can work with your MD advisor to adjust your portfolio so it reflects a mix of investments to match your new time horizon, capacity for risk or need for return.
1 Monthly fund profiles will be available around June 11, 2012.
The word ‘Precision’ was added to each fund name in May 2012. Fund objectives and strategies did not change, only the fund names changed.
